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Gareth Rafique
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Decks in this class (26)
R35 Execution of Portfolio Decisions
What are the two main types of or...,
What is a market not held order,
What is a principle trade
24
cards
R26 Intro to Equity Portfolio Management
Equity universe segmentation,
Equity income,
Equity fees
6
cards
R27 Passive Equity Investing
Features of a market cap weighted...,
Features of a price weighted index,
Features of a equally weighted index
6
cards
R25 Fixed Income Credit Strategies
Advantages of mbs,
Features of cdo,
Emerging market credit market fea...
18
cards
R7 The Behavioral Finance Perspective
Emh anomalies,
Behavioral approach to consumptio...,
Behavioral approach to asset pricing
11
cards
R11 Taxes and Private Wealth Management in a Global Context
Common progressive,
Heavy tax regimes,
Light capital gain tax
33
cards
R28 Active Equity Investing: Strategies
5 types of active strategies,
Fundamental approach,
Quantative approach
23
cards
R12 Estate Planning in a Global Context
Basic concepts,
Core capital and excess capital d...,
Core capital and excess capital c...
13
cards
R13 Concentrated Single-Asset Positions
Single asset position overview,
3 main objectives,
Goal based planning
16
cards
R14 Risk Management for Individuals
Human capital vs financial capital,
Comparing financial and human cap...,
Net wealth
22
cards
R15 Managing Institutional Investor Portfolios
Db pension fund general,
Db pension fund risk,
Db pension fund return
56
cards
R29 Active Equity Investing: Portfolio Construction
Active return,
3 sources of active return,
3 building blocks used in equity ...
19
cards
Fixed Income Refresher
Macaulay duration,
Modified duration
2
cards
R24 Yield Curve Strategies
Stable yield curve strategies,
Strategies for yield curve movement,
Performance of bullets and barbells
17
cards
R21 Currency Management
Ips currency management policy,
Diversification considerations,
Costs of hedging
24
cards
R18 Introduction to Asset Allocation
Life cycle balanced fund,
Asset only,
Liability relative
10
cards
R19 Principles of Asset Allocation
Mean variance optimisation,
Mvo issues,
Black litterman
16
cards
Combined decks
Start,
Mean variance optimisation,
Mvo issues
393
cards
Asset Manager Code of conduct
Amc compliance statement,
Amc general principles of conduct 6,
Gift acceptance from service prov...
10
cards
GIPS
What is included in trading expenses,
Disclosures required for derivatives
2
cards
Options & Swaps
Delta neutral dealer perspective,
Delta neutral 3 main requirements,
Delta neutral rebalancing
10
cards
R30 Alternative Investments
Ai advantages disadvantages,
Real estate direct v indirect,
Real estate advantages
28
cards
R17 Equity Valuation
Cobb douglas production function,
Economic impacts on c b function,
H model
11
cards
R16 CME
Cme general outline,
7 step framework for cme,
Problems of forecasting 1
31
cards
R5 Asset Mgt Industry
Asset management industry trends 3,
Smart beta,
What tasks does effective governa...
8
cards
R6 Professionalism
Trade bodies vs professionalism,
How professions establish trust,
Trust in investment management
6
cards
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CFA LEVEL 3 2019
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